Milestone CPAs works with owners of all kinds of small to midsized companies to create personalized business exit strategies. The goal is to develop an effective exit strategy for either the sale of the business or a transition to other family members. The process is highly customized and is formulated to attain the very specific, personal goals of the business owner. Through comprehensive planning, we can help you determine what strategies will minimize tax implications and will make the most sense for your business.

If your primary goal is to sell the business for your retirement, we’ll work with you to identify the financial strengths and weaknesses and develop a plan to maximize the value of the business. If your goal is to keep the business in the family, we have the expertise necessary to value your business appropriately, know where the money will come from to pay taxes or fund a buyout, and provide adequate capital to see the business through this transition.

Contact us at 925-320-0309 today to learn more about how we can create a business exit strategy tailored to your unique financial goals and personal preferences. We offer a free initial consultation to get started.